- Executed and implemented the strategic planning that resulted in the growth of $500 million to over $1 billion in assets under management.
- Reorganized the entire organizational and accountability chart to increase efficiency, client experience, and employee satisfaction.
- Led an organizational initiative on client retention—successfully launched and executed a client survey and an enhanced service program and defined the organization’s referral strategy.
- Created and executed defined processes and procedures for the entire organization, including employee handbook, compliance manual, and internal brain.
- Worked with the entrepreneurial operating system (EOS) process and implemented the organization pulse process to gauge employee engagement.
- Designed and coordinated restructure that enabled record growth and employee satisfaction.
- Served as the chief human resources officer (CHRO), managing sourcing, recruitment, onboarding, benefits, employee incentive programs, monthly staff meetings, drafting and maintaining job description, organizational chart, and accountability chart.
- Led the marketing and business development teams to increase lead flow and conversions.
- Restructured and streamlined the client onboarding process.
- Collected, cleaned, and provided modeling and analysis of structured and unstructured data used for business analytics and forecasting.
Focus areas: Change Management, Organizational Design, Key Performance Indicators (KPIs), Strategic Planning & Execution, IT, Human Resources (HR), Human Capital Strategy, Operations, Sales Operations, Business Development, Marketing, Implementation, Consulting, Entrepreneurial Operating System (EOS), Process Improvement, Process Mapping, Microsoft, Microsoft Teams, Salesforce, Asana, Google, Gmail, Business, FINRA, Fractional CFO, COO, Compliance, Business Strategy, Customer Experience, Digital Strategy, Omnichannel Marketing, Digital Transformation, Microsoft Project, Microsoft Excel, Microsoft PowerPoint, Kanban